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Addison Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Addison Advisors’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-90
Closed -$6.36K – 709
2022
Q4 		$6.36K Buy
+90
New +$6.26K ﹤0.01% 479

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Addison Advisors's IUSV Position: Q1 2023 in Review

Addison Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2023, closing a stake of 90 shares — an estimated $6.36K sold.

Addison Advisors first reported a position in IUSV in Q4 2022 and held it in 1 quarter. The position peaked at $6.36K in Q4 2022. 552 funds tracked by Wall St. Rank hold IUSV as of Q1 2023.

  • Addison Advisors reported no remaining iShares Core S&P US Value ETF position as of Q1 2023 after selling out during the quarter.
  • Addison Advisors sold 90 iShares Core S&P US Value ETF shares in Q1 2023, an estimated $6.36K.
  • Addison Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2022 and held it in 1 quarter.
  • Addison Advisors's iShares Core S&P US Value ETF position peaked at $6.36K in Q4 2022.
  • 552 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2023.

Based on Addison Advisors's 13F filing for Q1 2023, filed 9 May 2023.